Author
@Jaymin_Alpha Jaymin_Alpha
grade Bx.com/Jaymin_Alpha ↗
Korean value-chain thematic analyst mapping global AI/industrial catalysts to KOSPI/KOSDAQ beneficiaries
Takes a global or domestic catalyst (AI compute/memory deman
trader score
-1.16
hit rate
55%
mean α
-0.61%
signals 14d
719
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 55% hit rate, -0.61% mean alpha, trader score -1.16. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 179 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @Jaymin_Alpha | +0.20 | Builds a Korean supplier basket around potential space-based AI infrastructure while stressing uncertain links. | — | tweet ↗ |
| 2026-08-28 | 009150 | @Jaymin_Alpha | +0.40 | Builds a Korean supplier basket around potential space-based AI infrastructure while stressing uncertain links. | · | tweet ↗ |
| 2026-08-28 | 099320 | @Jaymin_Alpha | +0.15 | Builds a Korean supplier basket around potential space-based AI infrastructure while stressing uncertain links. | · | tweet ↗ |
| 2026-08-28 | 417970 | @Jaymin_Alpha | +0.35 | Builds a Korean supplier basket around potential space-based AI infrastructure while stressing uncertain links. | · | tweet ↗ |
| 2026-08-28 | 204320 | @Jaymin_Alpha | +0.20 | Reviews Korean robotics and solar suppliers as possible beneficiaries of Musk's long-term plans. | · | tweet ↗ |
| 2026-08-28 | 058610 | @Jaymin_Alpha | +0.40 | Reviews Korean robotics and solar suppliers as possible beneficiaries of Musk's long-term plans. | · | tweet ↗ |
| 2026-08-28 | 009830 | @Jaymin_Alpha | +0.25 | Reviews Korean robotics and solar suppliers as possible beneficiaries of Musk's long-term plans. | · | tweet ↗ |
| 2026-08-28 | TSLA | @Jaymin_Alpha | +0.20 | Reviews Korean robotics and solar suppliers as possible beneficiaries of Musk's long-term plans. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Jaymin_Alpha | -0.25 | Attributes the session's semiconductor and small-cap weakness to hawkish rate repricing rather than AI demand collapse. | — | tweet ↗ |
| 2026-08-28 | PYPL | @Jaymin_Alpha | -0.55 | Attributes the session's semiconductor and small-cap weakness to hawkish rate repricing rather than AI demand collapse. | — | tweet ↗ |
| 2026-08-28 | AAPL | @Jaymin_Alpha | +0.20 | Attributes the session's semiconductor and small-cap weakness to hawkish rate repricing rather than AI demand collapse. | — | tweet ↗ |
| 2026-08-28 | MRVL | @Jaymin_Alpha | -0.45 | Attributes the session's semiconductor and small-cap weakness to hawkish rate repricing rather than AI demand collapse. | — | tweet ↗ |
| 2026-08-28 | CRM | @Jaymin_Alpha | +0.20 | Attributes the session's semiconductor and small-cap weakness to hawkish rate repricing rather than AI demand collapse. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @Jaymin_Alpha | +0.20 | Attributes the session's semiconductor and small-cap weakness to hawkish rate repricing rather than AI demand collapse. | — | tweet ↗ |
| 2026-08-28 | · | @Jaymin_Alpha | · | Analyzes Warsh's abandonment of forward guidance and inflation-first, data-dependent monetary framework. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.